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MATTHEW KYLE SHORES
KYLE SHORES
CRD#: 4503357
IA
B
MERIT FINANCIAL ADVISORSCRD#: 142457 2801 NETWORK BLVD
SUITE 503
FRISCO, TX 75034
SUITE 503
FRISCO, TX 75034
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 2801 Network Blvd
Suite 503
Frisco, TX 75034
Suite 503
Frisco, TX 75034
0
Disclosures
21
Years of Experience
View By:
State Registrations
B
Arizona 8/16/2024
B
Missouri 8/16/2024
B
Arkansas 8/16/2024
B
New Mexico 8/16/2024
B
California 8/16/2024
B
North Carolina 8/20/2024
B
Colorado 8/16/2024
B
Ohio 8/16/2024
B
Delaware 8/16/2024
B
Oklahoma 8/16/2024
B
Florida 8/16/2024
B
Oregon 8/16/2024
B
Georgia 8/16/2024
B
Pennsylvania 8/16/2024
B
Illinois 8/16/2024
B
South Carolina 8/16/2024
B
Indiana 8/16/2024
B
Tennessee 8/16/2024
IA
Louisiana 3/7/2022
IA
Texas 10/31/2017
B
Louisiana 8/16/2024
B
Texas 8/16/2024
B
Maryland 8/16/2024
B
Virginia 8/16/2024
B
Minnesota 8/16/2024
B
Wisconsin 8/16/2024
B
Mississippi 8/16/2024
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 10/31/2017
B
Registered with this firm since 8/16/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 05/08/2012 - 08/16/2024 | SOUTHLAKE, TX | |
IA | 07/11/2012 - 10/17/2018 | ALPHARETTA, GA | |
IA | 02/25/2013 - 10/31/2017 | FRISCO, TX | |
IA | 05/08/2012 - 10/28/2015 | SOUTHLAKE, TX | |
IA | 10/08/2009 - 06/04/2012 | FRISCO, TX | |
IA | 05/06/2010 - 05/08/2012 | FRISCO, TX | |
B | 05/06/2010 - 05/08/2012 | FRISCO, TX | |
B | 03/07/2006 - 05/07/2010 | FRISCO, TX | |
B | 07/04/2003 - 01/24/2006 | FORT WAYNE, IN | |
B | 07/04/2003 - 01/24/2006 | FORT WAYNE, IN |
FRISCO, TX
05/06/2010 - 05/08/2012
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.